We regularly advise private clients in relation to their private wealth and estate planning matters. 

Our firm strongly believes in and supports family values. The firm has initially been built by three families over several generations and the growth of the firm over the last 50 years is successfully pursued by applying and valuing those values within the firm. 

We are aware of and understand the challenges that private clients may face when it comes to private wealth management and estate planning given the growing complexity of family structures that we see today (marital status, multi-jurisdiction, heirs or absence of heirs, incapacity questions, etc.), the diversity of the assets and the related financial, tax and ESG considerations. 

Private wealth needs to be structured as carefully and efficiently as corporate business affairs whilst dealing with the additional complexity of the emotional element. We are thus endeavouring to build long-term relationships with our clients so as to ensure mutual trust and our deep understanding of the clients’ businesses, personal affairs and priorities. We also assist our clients in identifying potential existing or future issues and assist in addressing them at an early stage.

Private wealth has very often been acquired over decades by a number of generations and our clients are keen to preserve the assets for future generations and ensure a smooth succession.

We generally advise and represent entrepreneurs, private clients, families and family offices, both at national and international level. 

Our clients are able to benefit from our multi-disciplinary competence and experience on all aspects of highly complex domestic and cross-border transactions involving corporate, governance, structuring and restructuring, private equity, real estate, investment funds as well as civil and tax law aspects. 

We are recognised by our clients as finding innovative and creative solutions to meet our clients’ needs.

Where residency or relocation are of relevance, we have a specialised and experienced team to advise and assist on administrative actions and advise on tax-relevant implications.

As part of the private wealth and estate planning, we also advise and assist our clients in the set-up of philanthropic projects. We have notably pioneered structures of charitable foundations at the helm of commercial corporations. We have a deep knowledge of the various instruments and legal provisions offered by the Luxembourg legislation in that respect.

Our litigation team is deeply knowledgeable and has considerable experience in complex domestic and cross-border litigation including inheritance disputes, disputes on governance and shareholder rights, validity of wills etc. We also assist our clients in mediation and arbitration proceedings on these topics.